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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1 year Service code 13 · EIN 59-3092339 | Contract Administrator | $55,086 |
Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516 | Advisory (Participants) | $6,322 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $316 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $808 | $23,119-96.5% | $71,086-98.9% | $75,289-98.9% |
| Participation rate | 89.2% | 36.3%+52.8pp | 54.7%+34.5pp | 72.4%+16.7pp |
| Annual return | -101.73% | -3.32%-98.4pp | 650.59%-752.3pp | -0.04%-101.7pp |
| Employer contribution / active EE | $0 | $399-100.0% | $1,088-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $917 | $960-4.5% | $1,874-51.1% | $3,739-75.5% |
| Admin fee / account holder | $40 | $89-55.0% | $3,082-98.7% | $102-60.6% |